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Axxcess Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Axxcess Wealth Management’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,877
Closed -$228K – 690
2025
Q4 		$228K Buy
+2,877
New +$217K ﹤0.01% 952

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Axxcess Wealth Management's IONS Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q1 2026, closing a stake of 2,877 shares — an estimated $228K sold.

Axxcess Wealth Management first reported a position in IONS in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 494 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,877 Ionis Pharmaceuticals shares in Q1 2026, an estimated $228K.
  • Axxcess Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Ionis Pharmaceuticals position peaked at $228K in Q4 2025.
  • 494 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.